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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,327 | $154,228-37.5% | $145,433-33.8% | $137,256-29.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.73% | 74.59%-60.9pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,058 | $8,216+95.4% | $7,897+103.3% | $6,407+150.6% |
| Admin fee / account holder | $2,821 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |